$18MM AUM | $120,000 GDC in Somers, NY

Market
Advisor
Member Level
Premier
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Somers, NY, US
Fee 0% Commission 100%
Gross Revenue
$120,000.00
# of Accounts
90
Avg Client Age
64
Overview

I have been a financial advisor since 1996 working for/with large firms.
In 2012 I went out on my own as an RIA on a 100% fee based business. I also service my clients as a Licensed Insurance agent and Mortgage Loan officer. I am looking to expand my practice through acquisition.

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